Using Nookal

Learn how Nookal works throughout your day and across your clinic.

Finding a Client’s Profile

Nookal Written by Nookal
... on a fabulous February day.


📖 In This Article

Accessing a Client’s Profile from an Appointment in the Diary
Accessing a Client’s Profile from the Clients Section


Once clients are created in Nookal, users can access Client Profiles in two ways: from an Appointment in the Diary or from the Clients section. See the step-by-step instructions below on how to find clients using these two methods.

Accessing a Client’s Profile from an Appointment in the Diary

1

In the Diary, click on an Appointment for the Client.

2

In Classic View, click on Client Info.

3

Click on one of these options to access the corresponding section in the Client Profile:

  • Client Details – Client’s main Profile section (demographic information).
  • Client Accounts Account section including invoices, credit, payment history, etc.
  • View Third Party DetailsClient’s third-party records.

In Fresh View, click on the Client Tab.

Click on Clients Details or Clients Accounts to reach the relevant section.

Accessing a Client’s Profile from the Clients Section

1

Click on Clients in the top navigation bar.

2

Enter Client information in one or multiple search boxes.

3

Once information has been entered in a search box, the system will display a list of clients matching this information on the results page. Click on the Client Name.

If the Client isn’t showing in the list, the Client might be restricted to a different Location – make sure the Location at the top right of the screen is the right one.

4

This action will open the Client Profile page.

5

Find all the information regarding this client by navigating through the appropriate sections on the left side menu.

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